See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,970 | $111,535-23.8% | $105,223-19.2% | $137,256-38.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 80.0%+11.7pp |
| Annual return | 18.60% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,896 | $3,939-26.5% | $3,689-21.5% | $4,156-30.3% |
| Participant deferral / active EE | $9,274 | $5,500+68.6% | $5,072+82.9% | $6,407+44.8% |
| Admin fee / account holder | $20,077 | $9,721+106.5% | $8,859+126.6% | $12,270+63.6% |